Kades & Cheifetz’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$227K	Buy	5,389 +22	+0.4%	+$925	0.12%	94
2024 Q3	$224K	Buy	5,367 +18	+0.3%	+$753	0.13%	84
2024 Q2	$206K	Buy	5,349 +13	+0.2%	+$500	0.13%	87
2024 Q1	$215K	Buy	5,336 +14	+0.3%	+$564	0.14%	82
2023 Q4	$202K	Buy	+5,322	New	+$202K	0.14%	79